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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Distribution (... | $122,310 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISORY SERVICES LLC Service code 16 1250 CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Consulting | $37,142 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,578 | $68,408-69.9% | $57,196-64.0% | $57,658-64.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 0.24% | 8.51%-8.3pp | 14.59%-14.4pp | 5.13%-4.9pp |
| Employer contribution / active EE | $3,199 | $2,869+11.5% | $2,683+19.2% | $1,974+62.1% |
| Participant deferral / active EE | $3,048 | $2,903+5.0% | $3,096-1.5% | $3,061-0.4% |
| Admin fee / account holder | $126 | $70+81.6% | $3,141-96.0% | $95+33.8% |